VANGUARD INDEX FDS's ticker is VOE and the CUSIP is 922908512. A total of 873 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,398,981 | +0.6% | 10,891 | +8.3% | 0.07% | +2.9% |
| Q2 2023 | $1,391,179 | +2.7% | 10,053 | -2.0% | 0.07% | -5.6% |
| Q1 2023 | $1,354,433 | +42.7% | 10,259 | +46.2% | 0.07% | +10.8% |
| Q4 2022 | $949,272 | +35.2% | 7,019 | +34.0% | 0.06% | +22.6% |
| Q3 2022 | $702,000 | +23.2% | 5,240 | +19.1% | 0.05% | +15.2% |
| Q2 2022 | $570,000 | -2.9% | 4,398 | +4.4% | 0.05% | 0.0% |
| Q1 2022 | $587,000 | +92.5% | 4,212 | +93.0% | 0.05% | +53.3% |
| Q3 2021 | $305,000 | +5.2% | 2,182 | +5.7% | 0.03% | 0.0% |
| Q2 2021 | $290,000 | +3.6% | 2,065 | -0.6% | 0.03% | -9.1% |
| Q1 2021 | $280,000 | +20.2% | 2,078 | +6.3% | 0.03% | +13.8% |
| Q4 2020 | $233,000 | +21.4% | 1,955 | +3.4% | 0.03% | +3.6% |
| Q3 2020 | $192,000 | -8.6% | 1,891 | -13.7% | 0.03% | -17.6% |
| Q2 2020 | $210,000 | +30.4% | 2,192 | +10.7% | 0.03% | +13.3% |
| Q1 2020 | $161,000 | -3.6% | 1,981 | +41.2% | 0.03% | +15.4% |
| Q4 2019 | $167,000 | +17.6% | 1,403 | +11.4% | 0.03% | +13.0% |
| Q3 2019 | $142,000 | +8.4% | 1,259 | +7.3% | 0.02% | -8.0% |
| Q2 2019 | $131,000 | +6.5% | 1,173 | +3.2% | 0.02% | -16.7% |
| Q1 2019 | $123,000 | +23.0% | 1,137 | +8.6% | 0.03% | +15.4% |
| Q4 2018 | $100,000 | -5.7% | 1,047 | +12.0% | 0.03% | +8.3% |
| Q3 2018 | $106,000 | +17.8% | 935 | +14.9% | 0.02% | +4.3% |
| Q2 2018 | $90,000 | +150.0% | 814 | +145.9% | 0.02% | +130.0% |
| Q1 2018 | $36,000 | +9.1% | 331 | +13.0% | 0.01% | +11.1% |
| Q4 2017 | $33,000 | +65.0% | 293 | +54.2% | 0.01% | +12.5% |
| Q3 2017 | $20,000 | +5.3% | 190 | +0.5% | 0.01% | -11.1% |
| Q2 2017 | $19,000 | -42.4% | 189 | -42.2% | 0.01% | -50.0% |
| Q1 2017 | $33,000 | -5.7% | 327 | -10.4% | 0.02% | -25.0% |
| Q4 2016 | $35,000 | – | 365 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 540,505 | $61,077,000 | 8.76% |
| Dougherty Wealth Advisers LLC | 19,972 | $2,257,000 | 7.42% |
| FORTE CAPITAL LLC /ADV | 188,633 | $21,316,000 | 6.59% |
| Money Design Co.,Ltd. | 269,870 | $30,495,000 | 6.41% |
| BHK Investment Advisors, LLC | 97,225 | $10,986,000 | 6.34% |
| Summit Financial, LLC | 319,281 | $34,749,323,000 | 5.89% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 73,856 | $8,346,000 | 4.83% |
| Capital Advantage, Inc. | 121,914 | $13,776,000 | 4.77% |
| Betterment LLC | 7,455,727 | $830,121,000 | 4.71% |
| DERBY & COMPANY, INC | 81,204 | $9,176,000 | 4.39% |